Jason Daniel Moore
Investment adviser representative at Osaic Wealth, Inc.
12 yearsExperience
4 statesRegistered in
$234.9BFirm assets
29 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Osaic Wealth, Inc.Mar 2026 to now
- Gwynn, Moore, and Associates, Inc.Sep 2025 to now
- Self EmployedJan 2023 to Aug 2025
- UnemployedJun 2022 to Dec 2022
- UnemployedApr 2021 to May 2022
- Self EmployedNov 2019 to Mar 2021
- Edge Technologies, Inc.Jun 2018 to Oct 2019
- Acs Technologies, Inc.May 2017 to Aug 2017
- Furman UniversityAug 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 4 states (FL, NC, SC, TX).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8170340
- Firm CRD
- 23131